Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.5M | 17.4M | 5.5% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 756.6K | 6.3M | 2.8% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 620.4K | 5.0M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 580.6K | 6.8M | 2.1% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 389.0K | 4.6M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 369.9K | 3.0M | 1.4% |
| Loomis Sayles Small Cap Value Fund | Dec 31, 2017 | 343.6K | 2.7M | 1.3% |
| Pennsylvania Mutual Fund Inc | Dec 31, 2017 | 317.6K | 2.5M | 1.2% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 258.3K | 3.0M | 1.0% |
| Vanguard Tax Managed Fund-Small Cap Fund | Dec 31, 2017 | 229.1K | 1.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.